Shay Boloor(@StockSavvyShay):$SPCX is planning a $24B initial buildout at Starbase in Texas combining its own gas-fired power plant with a supercomputing facility. And with Musk claiming SpaceX can bring electricity online 12–18 months faster than competitors that head start is a real moat in an AI economy increasingly constrained by megawatts.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

342 フォロー中 463.5K ファン

Shay Boloor@StockSavvyShay

2026.11.09 19:46

$SPCX is planning a $24B initial buildout at Starbase in Texas combining its own gas-fired power plant with a supercomputing facility. And with Musk claiming SpaceX can bring electricity online 12–18 months faster than competitors that head start is a real moat in an AI economy increasingly constrained by megawatts.